I create financial ease for busy professionals looking to grow and preserve their wealth through long-term investing and retirement planning.

After spending 12 years with RBC Wealth Management and Wells Fargo Advisors, I founded DeLoia Wealth Management. As an independent Wealth Advisor with LPL Financial, I provide high-touch, boutique-level financial planning in a nonjudgmental and approachable way. You deserve to feel cared for and supported in your retirement and savings goals—I will customize your financial plan and investment strategy specifically for you.

As a client, you will also have access to my entire professional network—you’ll love having your own personal CFO when making big life decisions, from saving for college to purchasing a home and estate planning.

With over 25 years in the industry, along with my Chartered Retirement Planning Counselor (CRPC) and the Retirement Income Certified Professional designation (RICP) designations, I can guide you to a comfortable retirement without you needing to time the market or check your accounts daily.

When I’m not working, you will find me soaking up every minute with my daughter, Piper, or being outdoors enjoying all that Colorado has to offer. I am a very active person and have completed 5 marathons; most of them run beside my Dad.

If you’re looking to work with a fiduciary you can trust to manage your financial plan so you see wealth without worry, I’d love to work with you.